Symmetry Partners’s Stanley Black & Decker SWK Stock Holding History

Symmetry Partners’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,139	Closed	-$200K	–	572
2023 Q2	$200K	Buy	+2,139	New	+$177K	0.01%	572
2022 Q3	–	Sell	-2,139	Closed	-$224K	–	573
2022 Q2	$224K	Sell	2,139 -149	-7%	-$18.3K	0.02%	514
2022 Q1	$320K	Hold	2,288	–	–	0.02%	492
2021 Q4	$432K	Hold	2,288	–	–	0.03%	438
2021 Q3	$404K	Hold	2,288	–	–	0.03%	488
2021 Q2	$469K	Hold	2,288	–	–	0.03%	451
2021 Q1	$457K	Sell	2,288 -389	-15%	-$70.5K	0.03%	434
2020 Q4	$478K	Sell	2,677 -462	-15%	-$81.9K	0.04%	386
2020 Q3	$509K	Buy	+3,139	New	+$489K	0.04%	314

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Symmetry Partners's SWK Position: Q3 2023 in Review

Symmetry Partners sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 2,139 shares — an estimated $200K sold.

Symmetry Partners first reported a position in SWK in Q3 2020 and held it in 9 quarters. The position peaked at $509K in Q3 2020. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

Symmetry Partners reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
Symmetry Partners sold 2,139 Stanley Black & Decker shares in Q3 2023, an estimated $200K.
Symmetry Partners first reported a position in Stanley Black & Decker in Q3 2020 and held it in 9 quarters.
Symmetry Partners's Stanley Black & Decker position peaked at $509K in Q3 2020.
741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on Symmetry Partners's 13F filing for Q3 2023, filed 10 Oct 2023.